Seasonal Tax Preparer (EA/CPA)

Job Summary

To support a growing team, the full-time Seasonal Tax Preparer (EA/CPA) will prepare individual and business tax returns, provide tax advice via video calls, and utilize advanced tax software in a remote environment from January through April 30th, 2027.

Key responsibilities

• Prepare individual and business tax returns and conduct client meetings over video calls
• Utilize internal tax software and AI-enabled tools while adapting to updates and process changes
• Manage the end-to-end client experience, including document collection and communication, while ensuring high customer satisfaction

Required qualifications

• Active EA or CPA credential and a valid PTIN
• 5+ years of paid individual tax preparation experience with a minimum of 30 returns prepared in each of the last two tax seasons
• Extensive experience with moderate to high-complexity returns, including multi-state and self-employment income
• Proficiency in professional tax software and comfort with navigating multiple systems
• Experience working virtually with clients using secure document sharing and online meeting tools